Other · DOL Form 5500 · 2024
Monmouth University, Inc. Retirement Plan
Data updated 2026-08-25
- $359M
- Total assets Above avg plan size
- 1,042
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $344,504
- Avg per participant High balance/head
Official DOL plan name: Monmouth University Defined Contribution Retirement Plan · Sponsored by Monmouth University, Inc. · New Jersey · Educational Services
$359M in assets, 1,042 participants
Monmouth University, Inc.'s Monmouth University Defined Contribution Retirement Plan reported $359M in total assets and 1,042 participants in its 2024 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,426 in Educational Services (3,638 peers)
Where Monmouth University Defined Contribution Retirement Plan sits by assets
Monmouth University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $359M for 1,042 participants (~$344,504/participant), up 6.5% in 2024.
- #3,426
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Monmouth University Defined Contribution Retirement Plan's outsized position by total assets
Monmouth University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$358,972,791 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Monmouth University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monmouth University Defined Contribution Retirement Plan lands in the large band (1,042 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monmouth University Defined Contribution Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Monmouth University Defined Contribution Retirement Plan reported participants rose from 907 in the plan year 2023 filing to 1,042 in the plan year 2024 filing.
- Monmouth University Defined Contribution Retirement Plan end-of-year assets rose from $337M in the plan year 2023 filing to $359M in the plan year 2024 filing.
DOL schedule card
Filing strip 210634584 · Monmouth University, Inc. PY 2024 · Other
Monmouth University Defined Contribution Retirement Plan · $359M · 1,042 · 96th
- NET $359M
- BOOK 1,042
- VS-ST 96th
- BOY Other
- SCH near Oak Ridge Associated Universities 403(b) Retirement Plan
- EBSA ind #3426
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New Jersey →
Monmouth University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $337M |
|---|---|
| Net Assets (End of Year) | $359M |
| Net Income | $22M |
| Employer EIN | 210634584 |
| Plan Effective Date | 1952-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monmouth University, Inc.)
Sponsor-wide plan assets over time
All Monmouth University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 16.953795227196284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 881 | $307M |
| 2023 | 1 | 907 | $337M |
| 2024 | 1 | 1,042 | $359M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Monmouth University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Oak Ridge Associated Universities 403(b) Retirement Plan in TN ($359M); by covered participants it is Gaudenzia 403b Plan in PA (1,040 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($359M here).
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) $359M · 1,114
- South Nassau Communities Hospital Employee Defined Contribution Retirement Plan (NY) $359M · 4,072
- The Cambridge Health Alliance Partnership Plan (MA) $358M · 3,678
- Roger Williams University Retirement Plan (RI) $360M · 3,017
Similar participant headcount
Nearest other-state filings by covered participants (1,042 participants); asset peers above are excluded.
- Gaudenzia 403b Plan (PA) 1,040 · 2 off
- Roofers Local 149 Defined Contribution Pension Fund (MI) 1,044 · 2 off
- Sma Healthcare, Inc. 403(b) Plan (FL) 1,044 · 2 off
- Genesee Education Consultant Svcs, Inc. 403b (MI) 1,045 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.